Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | AEIS | ADVANCED ENERGY INDS INC | Industrials | 150.0 | $31K | 0.01% | NEW | — | $209.37 | +54.6% |
| 542 | MS | MORGAN STANLEY COM USD0.01 | Financial Services | 175.0 | $31K | 0.01% | NEW | — | $177.14 | +13.2% |
| 543 | IGV | ISHARES TR EXPANDED TECH | — | 290.0 | $31K | 0.01% | NEW | — | $105.69 | -12.5% |
| 544 | WBD | WARNER BROS DISCOVERY INC COM SER A | Communication Services | 1,059.0 | $31K | 0.01% | NEW | — | $28.81 | -4.8% |
| 545 | AOM | ISHARES TR CORE ETF 40/60 MODERATE ALLOC | — | 635.0 | $30K | 0.01% | NEW | — | $47.71 | +3.4% |
| 546 | DDTN | INNOVATOR TR EQUITY ETF DUAL DIRECTIONAL 10 BUFFER NOVEMBER | — | 1,576.0 | $30K | 0.01% | NEW | — | $19.17 | +5.5% |
| 547 | ROBO | ROBO GLOBAL ROBOTICS ETF & AUTOMATION INDEX | — | 435.0 | $30K | 0.01% | NEW | — | $69.31 | +23.0% |
| 548 | RWL | INVESCO TR II ETF S&P 500 REVENUE | — | 262.0 | $30K | 0.01% | NEW | — | $114.29 | +9.6% |
| 549 | IMTB | ISHARES TR ETF CORE 5-10 YR USD BD ETF | — | 673.0 | $30K | 0.01% | NEW | — | $44.20 | -1.9% |
| 550 | IUSG | ISHARES CORE S&P US GROWTH ETF | — | 176.0 | $30K | 0.01% | NEW | — | $167.94 | +11.1% |
| 551 | IAGG | ISHARES INTERNATNL ETF AGGREGATE BOND FUND | — | 590.0 | $30K | 0.01% | NEW | — | $50.01 | -0.0% |
| 552 | HYLS | FIRST TRUST ETF IV ETF FIRST TR TACTICAL HIGH YIELD ETF | — | 700.0 | $29K | 0.01% | NEW | — | $41.86 | -2.8% |
| 553 | SCHX | SCHWAB STRATEGIC TR ETF US LARGE CAP ETF | — | 1,047.0 | $28K | 0.01% | NEW | — | $26.91 | +8.5% |
| 554 | IONQ | IONQ INC | Technology | 619.0 | $28K | 0.01% | NEW | — | $44.87 | +31.2% |
| 555 | O | REALTY INCOME CORP REIT | Real Estate | 492.0 | $28K | 0.01% | NEW | — | $56.33 | +10.5% |
| 556 | — | CENCORA INC | — | 82.0 | $28K | 0.01% | NEW | — | $337.76 | — |
| 557 | XLC | SELECT SECTOR SPDR ETF STATE STREET COMM SERV SELECT SECTOR SPDR | — | 232.0 | $27K | 0.01% | NEW | — | $117.72 | -1.4% |
| 558 | FELC | FIDELITY COVINGTON ETF TR ENHANCED LARGE CAP CORE | — | 704.0 | $27K | 0.01% | NEW | — | $38.17 | +8.9% |
| 559 | UJUN | INNOVATOR TR ETF S&P 500 ULTRA BUFFER ETF JUNE | — | 715.0 | $27K | 0.01% | NEW | — | $37.40 | +3.4% |
| 560 | ADM | ARCHER-DANIELS-MIDLND CO | Consumer Defensive | 464.0 | $27K | 0.01% | NEW | — | $57.49 | +34.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
24.3%
Technology
17.6%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.1%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%